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Financial ADVSR advisor directory · SEC adviser records

Commonwealth Financial Network financial advisors in Waltham, MA

Every SEC-registered investment adviser representative at a Commonwealth Financial Network office in Waltham, A to Z.

The short answer

130 registered advisors work at Commonwealth Financial Network in Waltham, out of 2,527 at the firm nationwide; it ranks number 1 in the city by advisors. 17 list the CFP designation and 121 are also registered broker representatives.

Commonwealth Financial Network advisors in Waltham, A to Z

Every Commonwealth Financial Network advisor →

Commonwealth Financial Network advisors in every city and state →Commonwealth Financial Network: assets, clients and custodians →Commonwealth news and advisor moves →Commonwealth Financial Network payout grid vs. other firms →Advisor Moves: who changed firms this week →

Commonwealth Financial Network advisors in other cities

San Diego, CA 62Glastonbury, CT 49Overland Park, KS 29Needham, MA 25New York, NY 22Worcester, MA 21Danvers, MA 19Rochester, NY 19Shelton, CT 17Dallas, TX 16Pittsford, NY 16Wilmington, NC 16Roanoke, VA 15Phoenix, AZ 14Boston, MA 13

Other firms in Waltham

All Waltham advisors →

Eagle Strategies LLC 65Ballentine Partners 59Integrated Wealth Concepts LLC 51Wells Fargo Clearing Services, LLC 21Tiaa-Cref Individual & Institutional Services, LLC 17Montis Financial, LLC 13Oneamerica Securities, Inc. 13Beacon Pointe Advisors, LLC 10Transamerica Financial Advisors, LLC 10Atlantic Planning Group, LLC 8Pension & Wealth Management Advisors 8Windrose Advisors LLC 8

Questions

How many financial advisors does Commonwealth Financial Network have in Waltham?

130 investment adviser representatives are registered at Commonwealth Financial Network offices in Waltham, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 2,527 nationwide. 17 list the CFP designation and 121 are also registered as broker representatives.

Is Commonwealth Financial Network one of the largest advisor employers in Waltham?

Commonwealth Financial Network ranks number 1 in Waltham by registered advisors, ahead of Eagle Strategies LLC (65).

How do I check a Commonwealth Financial Network advisor in Waltham?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Commonwealth Financial Network office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.